+14.5%
FIX vs UPRO
+20.9%
-6.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.0% | +2.5% | +3.6% |
| 7D | -7.2% | -0.9% | -6.4% | -7.4% |
| 30D | -35.1% | -11.4% | -23.7% | -28.3% |
| 3M | -34.3% | -10.9% | -23.4% | -28.0% |
| 6M | -42.9% | -0.5% | -42.4% | -43.6% |
| YTD | +19.5% | +19.9% | -0.4% | -1.3% |
| All | +14.5% | +20.9% | -6.4% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling